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Michael Blair

Captrust
42 Years of Experience
Charlotte, NC
3 DisclosuresBroker
View SEC Summary
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Michael Blair is a registered investment advisor at Captrust, based in Charlotte, NC, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.

Captrust
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
948 advisors
Number of Clients
41,750 clients
Average Client Portfolio
$29.6M average
Assets Under Management
$1236.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4201 Congress St. Ste 160, Charlotte, NC, 28209

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010
Settled
Customer Dispute
November 2009
Settled
Employment Separation After Allegations
October 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a limited partner in Randolph Laurel LLC, which owns an office building, dedicating minimal time. He is also an outside board member for Carolina Neurosurgery and Spine Education and Research Foundation, spending minimal time reviewing grant applications. Additionally, Michael is Board Chairman for Augustine Literacy Project, a literacy nonprofit, spending a few hours per week.

Employment History
Current Registrations
Captrust
April 2015 - Present · 11 yrs 6 mos
Capfinancial Securities, LLC.Broker
October 2009 - Present · 17 yrs
Previous Registrations
Captrust Financial Advisors or "captrust"
October 2009 - April 2015 · 5 yrs 6 mos
Wells Fargo Advisors, LLC
June 2002 - October 2009 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
June 2002 - October 2009 · 7 yrs 4 mos
Wachovia Securities, INC.
December 2001 - June 2002 · 6 mos
Wachovia Securities, INC.Broker
November 1983 - June 2002 · 18 yrs 7 mos
State Registrations5 states
FLGAKYNCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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